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Symbotic

196 hedge funds and large institutions have $3.36B invested in Symbotic in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+45
Holders Change %
+29.8%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
66
Increased
57
Reduced
49
Closed
19
Calls
$98.8M
Puts
$69M
Net Calls
+$29.8M
Net Calls Change
+$29.3M
Name Market Value Shares Shares
Change
Shares
Change %
RA
76
Royce & Associates
New York
$1.21M 23,500 +14,000 +147%
HAIM
77
Hunter Associates Investment Management
Pennsylvania
$1.19M 23,174 -294 -1%
EIM
78
Essex Investment Management
Massachusetts
$1.13M 22,026 -40,008 -64%
CS
79
Credit Suisse
Switzerland
$1.13M 21,994 +7,368 +50%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$1.01M 19,686 +5,664 +40%
ZCI
81
Zevenbergen Capital Investments
Washington
$962K 18,750 +18,750 New
VIP
82
Vista Investment Partners
Oklahoma
$947K 18,450 +18,450 New
FC
83
FORA Capital
Florida
$940K 18,319 +18,319 New
SPIA
84
Steward Partners Investment Advisory
New York
$887K 17,274 +11,550 +202%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$813K 15,845 +6,479 +69%
LCM
86
Lattice Capital Management
Washington
$796K 15,500
NWA
87
New World Advisors
Massachusetts
$770K 15,000
Walleye Capital
88
Walleye Capital
New York
$747K 14,557 -20,254 -58%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$741K 14,429 +14,429 New
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$739K 14,403 +762 +6%
QC
91
Quent Capital
New York
$734K 14,300
US Bancorp
92
US Bancorp
Minnesota
$685K 13,344 +10,848 +435%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$678K 14,589 -5,114 -26%
Osaic Holdings
94
Osaic Holdings
Arizona
$672K 13,089 -4,946 -27%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$658K 12,816 -18,667 -59%
UBS AM
96
UBS AM
Illinois
$636K 12,400 +4,800 +63%
ET
97
Entropy Technologies
New York
$628K 12,244 +12,244 New
FDS
98
First Dallas Securities
Texas
$616K 12,000 -101,192 -89%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$597K 11,632 +800 +7%
Natixis Advisors
100
Natixis Advisors
Massachusetts
$563K 10,983 +456 +4%